Financial Partners Capital Management’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Financial Partners Capital Management’s Portfolio BBJP Stock Details BBJP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$1.86M	Sell	41,483 -30,830	-43%	-$1.35M	0.41%	59
2022 Q3	$2.95M	Buy	72,313 +400	+0.6%	+$17.9K	0.7%	42
2022 Q2	$3.17M	Buy	71,913 +64,590	+882%	+$3.01M	0.68%	43
2022 Q1	$372K	Buy	7,323 +1,810	+33%	+$94.7K	0.07%	103
2021 Q4	$304K	Buy	+5,513	New	+$314K	0.05%	104

Other funds holding BBJP

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Financial Partners Capital Management's BBJP Position: Q4 2022 in Review

Financial Partners Capital Management reduced its JPMorgan BetaBuilders Japan ETF (BBJP) stake by 43% in Q4 2022, selling an estimated $1.35M and leaving 41,483 shares worth $1.86M. The position accounts for 0.41% of the portfolio, ranked #59.

Financial Partners Capital Management first reported a position in BBJP in Q4 2021 and has held it in 5 quarters since. The position peaked at $3.17M in Q2 2022. 149 funds tracked by Wall St. Rank hold BBJP as of Q4 2022.

Financial Partners Capital Management held 41,483 shares of JPMorgan BetaBuilders Japan ETF worth $1.86M as of Q4 2022.
Financial Partners Capital Management sold 30,830 JPMorgan BetaBuilders Japan ETF shares in Q4 2022, an estimated $1.35M.
JPMorgan BetaBuilders Japan ETF made up 0.41% of Financial Partners Capital Management's portfolio in Q4 2022, its #59 holding.
Financial Partners Capital Management first reported a position in JPMorgan BetaBuilders Japan ETF in Q4 2021 and has held it in 5 quarters since.
Financial Partners Capital Management's JPMorgan BetaBuilders Japan ETF position peaked at $3.17M in Q2 2022.
149 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.